Recent Posts
News•Mar 1, 2026
InsideArbitrage Special Situations Newsletter: March 2026
InsideArbitrage’s March 2026 Special Situations newsletter warns of a continuing "Software Nuclear Winter" in the SaaS sector, describing deep valuation pressure and market disruption. The firm recently acquired SaaS company Navan (NAVN) and highlights another discounted SaaS opportunity, suggesting the disruption cycle is still early. Full analysis is gated behind a premium subscription.
By Inside Arbitrage – Blog
News•Feb 28, 2026
Paramount Skydance to Acquire Warner Bros. Discovery in a $110 Billion Deal
Paramount Skydance Corp. announced a $110 billion agreement to acquire Warner Bros. Discovery, offering $31 per share—a 10.05% premium. The transaction is financed by $47 billion in equity backed by the Ellison family and RedBird Capital, plus $54 billion of new debt from...
By Inside Arbitrage – Blog
News•Feb 24, 2026
CECO Environmental to Acquire Thermon Group for $2.2 Billion
CECO Environmental Corp. announced a $2.2 billion merger agreement to acquire Thermon Group Holdings, offering shareholders a choice of mixed cash‑stock, all‑cash, or all‑stock consideration. The all‑cash option represents a 28.37% premium over Thermon's last closing price, valuing the target at...
By Inside Arbitrage – Blog
Deals•Feb 24, 2026
CECO Environmental to Acquire Thermon Group for $2.2 Billion
CECO Environmental Corp. announced a merger agreement to acquire Thermon Group Holdings, Inc. in a transaction valued at $2.2 billion. Thermon shareholders can elect cash, mixed, or all‑stock consideration, and CECO shareholders will own about 62.5% of the combined company. The...
Inside Arbitrage – Blog
News•Feb 23, 2026
GCI Liberty and John Malone’s M&A Play with Chris Waller – The Special Situations Report Episode 55
Episode 55 of the Special Situations Report features Chris Waller discussing GCI Liberty, a broadband provider serving remote Alaskan communities. The conversation traces GCI's origins as a spinoff from John Malone’s Liberty Media empire and examines its core fiber infrastructure....
By Inside Arbitrage – Blog
News•Feb 23, 2026
Stanley Martin Homes to Acquire United Homes Group for $221 Million
Stanley Martin Homes announced a merger agreement to acquire United Homes Group for $221 million. United Homes shareholders will be paid $1.18 per share in cash, a 50.42% discount to the stock’s last close. The transaction is slated to close in...
By Inside Arbitrage – Blog
News•Feb 23, 2026
Veris Residential to Be Acquired by Affinius Capital and Vista Hill Partners in a $3.4 Billion Deal
Veris Residential announced a $3.4 billion cash acquisition by a consortium led by Affinius Capital and Vista Hill Partners. Shareholders will receive $19 per share, a 13.3% premium, while common partnership units are paid the same amount. The deal, priced at...
By Inside Arbitrage – Blog
News•Feb 23, 2026
InsideArbitrage Event Driven Monitor – February 23, 2026
The InsideArbitrage Event Driven Monitor reports several key regulatory and corporate developments on February 23, 2026. Paramount Pictures cleared the 10‑day HSR waiting period and secured German approval for its bid to acquire Warner Bros. Discovery, while the FTC terminated...
By Inside Arbitrage – Blog
Deals•Feb 23, 2026
Affinius Capital and Vista Hill Partners to Acquire Veris Residential in $3.4B Deal
Veris Residential, Inc. entered a merger agreement on February 23, 2026, agreeing to be acquired by an investor consortium led by Affinius Capital and Vista Hill Partners for $3.4 billion. Shareholders will receive $19 per share in cash, and the transaction...
Inside Arbitrage – Blog
Deals•Feb 23, 2026
Stanley Martin Homes to Acquire United Homes Group for $221 Million
Stanley Martin Homes, LLC announced on February 23, 2026 that it will acquire United Homes Group, Inc. in an all‑cash transaction valued at $221 million, with United Homes shareholders receiving $1.18 per share. The deal is expected to close in the...
Inside Arbitrage – Blog
News•Feb 18, 2026
Leonard Green & Partners to Acquire Mister Car Wash for $3.1 Billion
Leonard Green & Partners announced a definitive agreement to acquire Mister Car Wash, Inc. for $3.1 billion in cash, paying $7 per share, a 16.5% premium to the prior close. The transaction values the car‑wash operator at 13.78 times EBITDA and...
By Inside Arbitrage – Blog
News•Feb 17, 2026
Africa’s MTN Group to Acquire IHS Holding for $6.2 Billion in Cash
MTN Group announced a $6.2 billion cash acquisition of IHS Holding, offering $8.50 per share—a 2.53% premium to the prior close. The deal will be funded by $1.1 billion of MTN cash, $1.1 billion from IHS’s balance sheet, and a rollover of existing...
By Inside Arbitrage – Blog
News•Feb 17, 2026
Danaher to Acquire Masimo for $9.9 Billion
Danaher Corporation announced a $9.9 billion cash deal to acquire Masimo Corporation at $180 per share, a 38.3% premium. The acquisition will place Masimo as a standalone unit within Danaher’s Diagnostics segment alongside Radiometer and Beckman Coulter. Danaher expects the transaction...
By Inside Arbitrage – Blog
News•Feb 17, 2026
Kennedy-Wilson to Be Acquired by a Consortium Led by CEO McMorrow and Fairfax Financial for $6.16 Billion
Kennedy-Wilson Holdings announced a definitive agreement to be acquired by a consortium led by its CEO William McMorrow and Fairfax Financial for $6.16 billion. The deal offers $10.9 in cash per share, a 10.21% premium to the last closing price. Fairfax...
By Inside Arbitrage – Blog
News•Feb 16, 2026
Transocean to Acquire Valaris in $6.5 Billion Offshore Merger – Merger Arbitrage Mondays
Transocean Ltd. announced an all‑stock acquisition of Valaris Limited for $6.51 billion, offering a 31.6% premium and an exchange ratio of 15.235 Transocean shares per Valaris share. The combined entity will operate 73 rigs across ultra‑deepwater, harsh‑environment, and jackup segments, creating...
By Inside Arbitrage – Blog